Financial Planning Expert

2 days ago


Halifax, Nova Scotia, Canada CUA Full time
About Us

CUA is a banking institution that serves 20,000 individuals and businesses across Nova Scotia. Our commitment to delivering a great banking experience sets us apart from others in the industry.

Our Difference

We offer flexible products, personalized service, and quick decisions made by people who know and love our Province. Our continued growth and member satisfaction reflect a team of committed problem-solvers who think big and outside the box to help others achieve their financial health.

The Role

As a Financial Advisor, you will proactively lead sales and advisory services to members, maximizing opportunities for CUA to meet their financial and banking needs. You will work closely with the Branch Manager to ensure that all sales and advisory services directly help members achieve their full financial potential and meet CUA's business objectives.

Requirements
  • Undergraduate degree or diploma in Business Administration with three to five years relevant experience in a financial institution; or, equivalent combination of training and experience.
  • Strong knowledge in financial advice and planning.
  • Expert in general banking services, including detailed knowledge of financial products and services.
Our Commitment to Diversity and Inclusion

CUA strives to create a workplace where opportunities are based on skills and abilities. We encourage applications from all qualified candidates, including those who identify as racially visible, indigenous, women in underrepresented roles, persons with disabilities, and members of the 2SLGBTQI+ community.



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